Understanding SEC Rule 144 is essential for most private companies. Learn about Rule 144 of the Securities Act, the Rule 144 date and holding period, and how it could affect your business.

Getting a 409A valuation should be as easy as buying stock online. Here's how our team is working to make that possible.

In 2024, we focused on delivering solutions that enhance accuracy, give investors control, and streamline operations—so you can focus on scaling your firm. Here's a look back at everything we accomplished together this past year.

Qualified Small Business Stock (QSBS) offers founders, early employees, and investors the ability to exclude up to $10M (or 10x their basis, whichever is higher) of gain on stock sales from eligible companies. This article covers QSBS qualifications, potential risks, and tools to help shareholders stay compliant and maximize tax benefits.

As tax season approaches, you can use Carta to send out K-1s to all your investors at once. Carta makes it easy to manage your Schedule K-1 documents.

With Carta’s qualified small business stock (QSBS) attestation, investors can have peace of mind knowing they’ll have adequate tax documentation of QSBS-eligible securities issued by companies on the Carta platform.